Morgan Stanley · MS-PK · Next earnings

Morgan Stanley reports Wednesday, Oct 14, 2026

MS-PK reports before market open with consensus EPS at $2.93 and revenue at $19.93B. Last quarter: Morgan Stanley Q3: Wealth Flows and AI Infrastructure Drive Momentum

Reports Before market open0 days awayDate estimated Financial Services

What the street expects

Consensus for the coming report
Consensus EPS $2.93 Calendar consensus
Consensus revenue $19.93B Calendar consensus
Report date Oct 14, 2026 Wednesday, date estimated
Session Before market open 0 days away

Where MS-PK left off: FY2026 Q3

Full report

Morgan Stanley Q3: Wealth Flows and AI Infrastructure Drive Momentum

EPS surprise — Reported — vs $2.93
Revenue surprise — Reported — vs $19.93B
Stock move — Event window
Subsequent drift — Up to 20 sessions

Management maintained full-year guidance despite higher rates and geopolitical risks.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Geopolitical tensions, higher interest rates and energy-price volatility could weigh on activity.
  • A slowdown in AI capex could reduce digital-infrastructure financing opportunities.
  • Sponsor-mandate backlogs and private-equity exit timing may affect investment-banking revenue.

Questions analysts left open

  • Whether digital-infrastructure fee growth can remain durable beyond the core investment-banking franchise.
  • The timing and scale of the AI capex cycle, including the risk of slower spending.
  • The durability of IPO-driven net new assets and the timing of private-equity exits.

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Recent MS-PK quarters

All MS-PK earnings

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.